Amendment 1 - ITB696 - Administrative Document - Mini Excavators.docx

STATE OF IDAHO

DIVISION OF PURCHASING

FOR

IDAHO DEPARTMENT OF TRANSPORTATION

Amendment 1 - Invitation to Bid (ITB) #696

Mini Excavators

Date of Issuance: December 20, 2024

TABLE OF CONTENTS

ITB Administrative Information

ITB Lead:

Alex Limber Division of Purchasing 650 W. State St, RM 100, Boise ID, 83720 Alex.Limber@adm.idaho.gov 986-256-1822

IPRO POWERED by LUMA

IPRO POWERED by LUMA

IPRO POWERED by LUMA

The Administrative Fee detailed in Paragraph 5 of the State’s Standard Contract Terms and Conditions will not apply to the Contract(s) that result from this Solicitation.

PURPOSE

The Idaho Transportation Department (“ITD”), through the Idaho Division of Purchasing (“DOP”), is requesting Bids from qualified Vendors for the purchase of twelve (12) mini excavators (Excavators) in accordance with the specifications provided below.

GENERAL INFORMATION, solicitation instructions and standard terms and conditions This Solicitation is issued by the state of Idaho (the “State”) via IPRO: (IPRO POWERED by LUMA). The ITB Lead is the only contact for this Solicitation. All correspondence regarding this ITB shall be in writing. In the event that it becomes necessary to revise any part of this ITB, amendments will be posted at IPRO. It is the responsibility of the Bidder to monitor IPRO for any updates or amendments. Any oral interpretations or clarifications of this ITB shall not be relied upon. All changes to this ITB must be in writing and posted at IPRO to be valid. Alternate Bids are not allowed.

Restrictions on Communications From the issue date of this ITB, until a contract is awarded or the ITB is cancelled, vendors and their representatives are prohibited from communications (written or verbal) regarding this ITB with ITD staff, evaluation committee members, or other state employees other than the ITB Lead, except during formal solicitation events (including the pre-bid conference, demonstrations, and negotiations; if any) or challenges defined in Idaho Code 67-9232.

INQUIRIES

Questions or other correspondence must be submitted in writing to the ITB Lead listed below. QUESTIONS MUST BE RECEIVED BY Wednesday January 8, 2025 at 11:59:59 P.M. Mountain Time. Written questions must be submitted using Attachment 1 - Bidder Questions. Official answers to all written questions will be posted on IPRO POWERED by LUMA as an amendment to this ITB.

ITB Lead: Alex Limber Phone: 986-256-1822 E-mail: Alex.Limber@adm.idaho.gov

Any questions regarding the State of Idaho Standard Contract Terms and Conditions found at (Contract Terms and Conditions) must also be submitted in writing, using Attachment 1 - Bidder Questions, by the deadline identified in the ITB Administrative Information. The State will not consider proposed modifications to these requirements after the date and time set for receiving questions. Questions regarding these requirements must contain the following:

1. The rationale for the specific requirement being unacceptable to the party submitting the question (define the deficiency).

2. Recommended verbiage for the State’s consideration that is consistent in content, context, and form with the State’s requirement that is being questioned.

3. Explanation of how the State’s acceptance of the recommended verbiage is fair and equitable to both the State and to the party submitting the question.

Bids which condition the Bid based upon the State accepting other terms and conditions not found in the ITB, or which take exception to the State’s terms and conditions, will be found non-responsive, and no further consideration of the Bid will be given.

SUBMISSION REQUIREMENTS

1.1 Required Bid Submission Items

Bid Schedule Provide your cost information on Attachment 3, Bid Schedule, below.

State of Idaho Signature Page The State of Idaho Signature Page must be completed and submitted as part of your Bid. The State of Idaho Signature Page is attached in IPRO POWERED by Luma.

Product Information Provide your product information on Attachment 4, Product Information, below.

1.2 Bid Submission Methods

Bids must be submitted electronically via IPRO POWERED by LUMA. Do not hand deliver, mail, fax or e-mail your Bid. Your Bid must be received at the Division of Purchasing by the date and time specified on the IPRO POWERED by LUMA header document. The official time, for bid closing purposes, is the Division of Purchasing’s time clock.

When submitting electronically via IPRO POWERED by LUMA, upload all the Required Bid Submission Items (See Section 5.1) and enter your “TOTAL COST” in for Line Item 1 as $0.01. Populate Attachment 3 - Bid Schedule and attach with Bid Submittals.

Upload all Required Bid Submission Items using Microsoft products such as Word and Excel. Do not submit items in .pdf format, unless provided otherwise in this ITB.

Be advised that that the Bidder for Bid evaluation and award purposes is the entity profile under presented in your uploaded response materials. If the entity identified in the State of Idaho Signature Page differs from the profile under which the Bid is submitted in IPRO POWERED by LUMA, the ITB Lead may work with the Bidder to take such actions as are necessary to correct the irregularity.

All Bidders participating in a Solicitation issued through IPRO POWERED by LUMA must establish an account in the IPRO POWERED by LUMA system as it is necessary in order to process and/or award the resulting Contract(s). It is free to establish an account and only takes a few minutes.

Bidders are further advised to upload response materials with descriptive file names, organized and consolidated in a manner which allows the State to efficiently navigate the Bidder’s response, as the State will print uploaded documents for evaluation in the manner received via IPRO POWERED by LUMA.

1.3 Trade Secrets and Non-Public Information

The Idaho Public Records Act, Idaho Code title 74, chapter 1 (the “Act”) requires disclosure of public records, which generally includes vendor responses to Solicitations. The Act provides certain exemptions from disclosure, including for “trade secrets.” The Act defines trade secrets to “include a formula, pattern, compilation, program, computer program, device, method, technique or process that derives economic value, actual or potential, from not being generally known to, and not being readily ascertainable by proper means by other persons and is subject to the efforts that are reasonable under the circumstances to maintain its secrecy.” The Act also defines other records that may be exempt from public disclosure. In addition to marking each page of the document with a trade secret or other exemption notation (as applicable; and as provided in Paragraph 28 of the Solicitation Instructions to Vendors), Offerors must also:

Identify with particularity the precise text, illustration, or other information contained within each page marked “trade secret” or “exempt from disclosure” (it is not sufficient to simply mark the entire page). The specific information you deem “trade secret” or “exempt” within each noted page must be highlighted, italicized, identified by asterisks, contained within a text border, or otherwise clearly delineated from other text/information and specifically identified as a “trade secret” or “exempt from disclosure.”

Submit a redacted copy of the Proposal with all trade secret and exempt information removed or blacked out. The redacted copy must be submitted electronically, with the word “redacted” in the file name.

Provide a separate document entitled “List of Redacted Trade Secret and Exempt Information” which provides a succinct list of all trade secret and exempt information noted in your Proposal; listed in the order it appears in your submittal documents, identified by Page #, Section #/Paragraph #, Title of Section/Paragraph, specific portions of text/illustrations; or in a manner otherwise sufficient to allow the State’s procurement personnel to determine the precise text/material subject to the notation. Additionally, this list must identify with each notation the specific basis for your position that the material be treated as exempt from disclosure and how the exempting the material complies with the Act.

SPECIFICATIONS & REquested Modifications and specification appeals

(See Attachment 2 - Specifications)

Any request to modify the contract terms found in the Prerequisites section of IPRO or any of the requirements in this ITB must be submitted in writing by the deadline for submitting questions, identified in the ITB Administrative Information on page 1 of this document. The State will not consider proposed modifications after the date and time set for submitting questions.

The State cannot agree to material changes to the requirements, terms, or conditions after the ITB closes. Bids which are conditioned on the State accepting terms and conditions not found in the ITB, or which take exception to the State’s terms and conditions, will be found non-responsive and no further consideration will be given to the Bid.

Any vendor, qualified and able to sell or supply the Property to be acquired, may submit a challenge to the Specifications in this ITB, as detailed in Idaho Code 67-9232(1). Vendors are encouraged, but not required, to submit questions as detailed in Section 4 of this document prior to submitting a specification appeal.

QUANTITY

The quantities for each group and district are listed below.

AWARD

More than one (1) award may be issued for this ITB. Award will be based on fully burdened Extended Prices Bid, and may be by line item, groups of line items, or total of all line items, either by Direct Purchase or Direct Purchase with Buy-Back, as the State determines to be in its best interest.

The calculation will be based on the monthly ownership cost as outlined below, to determine which Bid is in the best interest of the state.

Direct Purchase The monthly ownership cost will be determined by straight-line depreciation, with the monthly depreciation being the monthly ownership cost. ITD utilizes a twenty percent (20%) salvage value with a useful life of twelve (12) years.

Example:

Direct Purchase with Buy-Back The monthly ownership cost will be determined as follows: Subtract the Buy-Back Price from the Unit Price and divide that amount by the respective number of months of ownership; then, add the loss of interest on the Unit Price to that monthly amount. The loss of interest on the Unit Price will be calculated by the difference in the Unit Price and the lowest Unit Price offered among all Bidders. This will be calculated at a five percent (5%) simple interest annually.

Example:

(19 months of ownership) November 1, 2021 (19 months of ownership)

$150,000 - $142,000 19 months $421.05 per month $155,000 - $150,000 19 months $263.16 per month

Loss of Interest

($150,000 - $150,000) x .05 12 months $0 per month ($155,000 - $150,000) x .05 12 months $20.83 per month

$421.05 per month $263.16 + $20.83 $283.99 per month

Evaluating Award Options Based on the methods and examples above, the Direct Purchase with Buy-Back from Bidder B offers the State the lowest monthly ownership cost. This would be the bid determined to be in the best interest of the State.

Bidders may offer the direct purchase, the purchase with Buy-Back option, or both. Bidders do not have to bid on all line items to be considered for an award; however, for each line item you must Bid on all quantities requested for the Direct Purchase or Direct Purchase with Buy-Back.

BUY-BACK CONTRACT

If the Buy-Back option is awarded, the Contractor must complete and submit Attachment 5 - Buy-Back Contract (including the Surety Payment Bond) to DOP prior to the delivery of the Excavators to ITD. The Bonding Surety must be registered and licensed with the Idaho Department of Insurance. The Surety Payment Bond will not be accepted if Surety is not registered and licensed in Idaho, and the Contract will not be executed by the State. If the Contractor fails to present an acceptable bond, this failure may be deemed just cause for the cancellation of the award of the Contract.

Acceptance In the event the specifications are not met, the Contractor must pick-up, correct any discrepancies, and re-deliver within thirty (30) calendar days after notification from ITD, at no additional cost to ITD.

Warranty, Service and Support, Maintenance, etc.

1.4 If the Direct Purchase is awarded: Warranty must be for a minimum period of five (5) years or five thousand (5,000) hours, whichever comes first, for the entire Excavator, after ITD’s Acceptance.

1.5 If the Buy-Back is awarded: Warranty must be for the entire period of the Buy-Back Contract.

1.6 Warranty must include all parts, labor, travel and freight to replace a defective warranted item. Warranty excludes routine lubrication, fuel, oil, tires, antifreeze, lights, paint, fuses, glass, and other manufacturer’s auxiliary attachments.

pREVENTATIVE MAINTENANCE (BUY-BACK ONLY) If the Buy-Back is awarded: ITD will be responsible in performing preventative maintenance on the Excavators, following the manufacturer’s suggested maintenance intervals for oil changes, fluid changes, and necessary adjustments during the duration of the Buy-Back Contract. ITD will be responsible in performing all non-expected repairs, not covered under warranty, during the duration of the Buy-Back Contract.

fluid filters (buy-back only) If the Buy-Back is awarded: All fluid filters must be supplied to the Delivery Locations for each Excavator for duration of Buy-Back Contract. All filters must be provided per manufacturer’s scheduled service intervals detailed in operator’s manual. The Excavators will not have More than four hundred fifty (450) hours per year on each Excavator, in a twelve (12) month period.

INSPECTIONS AND RETURNS (BUY-BACK ONLY)

If the Buy-Back is awarded: The Contractor must perform an inspection on each Excavator, two (2) weeks prior to the Buy-Back Date at each Delivery Location. The Contractor is responsible for the following:

1. Travel time, mileage and any other expenses related to performing the inspection.

2. Suggesting any manufacturer adjustments needed to ensure the Excavators are returned as close to original delivery condition as possible.

3. Report any defects or repairs that need to be corrected to the ITD Maintenance Services Manager or designee.

Once the Inspection has been completed and the Buy-Back contract has ended, the Contractor must pick up the Excavators from each Delivery Location. ITD will ensure the Excavators are maintained in as good condition as when received, with any defects or repairs corrected, prior to the Buy-Back Date (ordinary wear, tear, and defects are to be expected).

MANUALS

The Contractor must provide one (1) operator’s manual and one (1) service manual with each Excavator at the time of delivery. The manuals must be electronic PDF copies provided via USB, email, or free website download (hyperlink must be provided).

Delivery

1.7 Delivery is May 1, 2025 FOB Destination, freight prepaid and allowed. ITD reserves the right to accept delivery dates outside of the desired delivery date if in the best interest of the State of Idaho. The Contractor must deliver the Excavators to the locations listed below by the desired delivery date or the date provided on Attachment 3 – Bid Schedule if determined to be in the best interest of the State of Idaho.

1.8 The Contractor is responsible for providing the necessary labor and equipment to unload the Mini Excavators, including any re-assembly of Mini Excavators components that were unassembled for delivery or unloading.

1.9 Delivery must be made Monday through Friday, 8:00 am to 3:00 pm local time (per Delivery Location) excluding state of Idaho recognized holidays (https://idaho.gov/government/state-holidays/) unless otherwise approved by ITD.

Delivery Locations:

ITD District 1 Yard, 600 West Prairie, Coeur d’Alene, ID 83814 ITD District 2 Yard, 2600 Frontage Road, Lewiston, ID 83501 ITD District 3 Yard, 8150 Chinden Boulevard, Boise, ID 83714 ITD District 4 Yard, 63 West Highway 26, Shoshone, ID 83352 ITD District 5 Yard, 5151 South 5th, Pocatello, ID 83205

INVOICING & PAYMENT

Invoices must be submitted as further detailed below. Invoices submitted prior to Acceptance, or without the required information listed below will be returned to the Contractor for correction and resubmission. Resubmitted invoices must be with a new invoice date, which will restart the timeline required for payment.

1.10 Invoices must be submitted as follows:

One (1) invoice per unit after acceptance by ITD.

Invoices must include the following information:

1. Contractor Company & Contact Information.

2. Contract Name & Number.

3. Order Number.

4. Invoice Number & Date.

5. Itemization of the Property provided and accepted to include; description matching the contract, quantity, unit of measure, unit price, extended price, and total invoice amount.

Invoice must be emailed to: ITD’s Accounts Payable team , HQAP@itd.idaho.gov, with ITD’s Contract Management Team (“CMT”), ContractManagement@itd.idaho.gov, and HQFleet@itd.idaho.gov in the CC line of the email. ITD’s CMT will review each invoice and any disputes with the Contractor, if needed.

Payments for correctly submitted invoices will be made in accordance with IC 67-2302: (https://legislature.idaho.gov/statutesrules/idstat/title67/t67ch23/sect67-2302/)

TERMINATION

1.11 For Fiscal Necessity

See Section 1.18, Termination for Fiscal Necessity, of the State of Idaho Standard Terms and Conditions.

CONTRACT CLOSEOUT

1.12 ITD’s CMT will initiate its contract closeout procedures when the following occur:

1. Upon completion of the total Contract term.

2. Termination of the Contract for Fiscal Necessity.

The closeout procedure will consist of ITD completing a closeout checklist to ensure all obligations have been fulfilled, all disputes are resolved, and all payments have been complete.

1.13 ITD’s CMT will provide an initial closeout letter to the Contractor with at least a sixty (60) calendar day advance notification. This notification will serve as a reminder that the contract is reaching its completion, giving an opportunity for the Contractor to complete any outstanding Orders.

1.14 All Orders sent to the Contractor prior to the end of the Contract term (including Termination for Convenience), must be delivered, even if services are performed beyond the Contract term. Any Orders placed prior to the expiration will still be subject to the same terms and conditions applicable to the Contract at the time of expiration or termination.

1.15 Upon completion of the contract term, and after ITD confirms that all obligations have been met, all Orders have been delivered, disputes are resolved, and all payments are complete, ITD’s CMT will provide a final closeout letter confirming that the contract is complete and has been closed out. Copies of the letters will be provided to the Contractor and the State’s Contract Administration Team for documentation and record keeping purposes.

RECORDS MAINTENANCE

The Contractor must maintain or supervise the maintenance of all records necessary to properly account for all payments made to the Contractor pursuant to the Contract. These records must be retained by the Contractor for at least three (3) years after the Contract terminates, or until all audits initiated within the three (3) years have been completed, whichever is later.

AUDIT RIGHTS

The Contractor must allow State and Federal auditors and State purchasing staff access to all the records relating to this Contract, for audit, inspection, and monitoring of services or performance. Such access will be during normal business hours or by appointment.

INSURANCE REQUIREMENTS

See Insurance Requirements in Appendix B – Insurance Requirements located in the Questions tab in IPRO Powered by LUMA.

DISPUTE RESOLUTION

During the performance of the Contract, the parties agree that it is in their mutual interest to resolve disputes informally. Any claims by the Vendor shall be submitted in writing to ITD’s Contract Manager for resolution. Any claims by the State shall be submitted in writing to the Vendor’s Project Manager for resolution. The Parties shall agree to negotiate in good faith and use all reasonable efforts to resolve such dispute(s). During the time the Parties are attempting to resolve any dispute, each shall proceed diligently to perform their respective duties and responsibilities under this Contract. The Parties shall agree on a reasonable amount of time to resolve a dispute. If a dispute cannot be resolved between the Parties within the agreed upon period, either Party may elect to exercise any other remedies available under the Contract, or at law. This provision, when agreed in the Contract, shall not constitute an agreement by either party to mediate or arbitrate any dispute.

NON-COMPLIANCE AND REMEDIES

ITD’s service location contact will be responsible for documenting non-compliance, in writing, via email. This notice will include the details of each discrepancy that require corrective action. Invoicing shall not occur until non-compliance has been corrected.

Correcting Non-Compliance After receipt of written notice from ITD, the Contractor must respond, in writing, explaining how and when each discrepancy will be corrected. All discrepancies must be corrected and brought back into compliance with the Contract within fourteen (14) calendar days after receipt of the notice from ITD. If the Contractor does not correct the discrepancies within this timeframe, ITD reserves the right to take further remedial action.

In addition to any remedies available to the State under law or equity, the State may it its sole discretion require one (1) or more of the following remedial actions if any of the service does not conform to the Contract requirements:

Require the Contractor to take corrective action to ensure that performance conforms to the Contract requirements.

Require the Contractor to subcontract all or part of the Contract at no additional cost to the State.

Withhold payment or require payment of actual damages caused by the non-compliance.

Terminate the Contract, in addition to any remedies imposed by the State.

If ITD must perform or hire a separate contractor to perform any of the Contract’s requirements, which is the responsibility of the Contractor under the terms of the Contract, ITD may withhold the actual cost to ITD from the Contractor’s payment(s).

ATTACHMENT 1 – BIDDER QUESTIONS

ITB696 Mini Excavators

PLEASE DO NOT IDENTIFY YOUR NAME OR YOUR COMPANY’S NAME OR PRODUCT NAMES OF INTELLECTUAL PROPERTY IN YOUR QUESTIONS.

ADD ROWS BY HITTING THE TAB KEY WHILE WITHIN THE TABLE AND WITHIN THE FINAL ROW.

The following instructions must be followed when submitting questions using the question format on the following page.

1. DO NOT CHANGE THE FORMAT OR FONT. Do not bold your questions or change the color of the font.

2. Enter the ITB section number that the question is for in the “ITB Section” field (column 2). If the question is a general question not related to a specific ITB section, enter “General” in column 2. If the question is in regard to a State Term or Condition or a Special Term or Condition, state the clause number in column 2. If the question is in regard to an attachment, enter the attachment identifier (example “Attachment A”) in the “ITB Section” (column 2), and the attachment page number in the “ITB page” field (column 3).

3. Do not enter text in the “Response” field (column 5). This is for the State’s use only.

4. Once completed, this form is to be e-mailed per the instructions in the ITB. The e-mail subject line is to state the ITB number followed by “Questions.”

ITB696 MINI EXCAVATORS Page 4 ITB696 Mini Excavators

ATTACHMENT 2 – specifications

These specifications are the minimum mandatory specifications that your Bid must meet in order for the State to consider your Bid for award. Restate each specification listed in this section in which your bid deviates, followed by your response demonstrating that your Bid meets or exceeds the required specifications; provide model, part #, or description, as appropriate.

The brand names specified in this solicitation are intended to be descriptive, but not restrictive; indicative of the quality and characteristics of items that meet the minimum requirements. Bidders offering an “equal” must include documentation, which demonstrates to ITD’s satisfaction, that the offered item(s) meets the requirement of the solicitation. In the event documentation is not satisfactory, ITD reserves the right to seek clarification from the Bidder. Failure to provide satisfactory documentation or a clarifying response may eliminate the Bidder from further consideration.

1. GENERAL SPECIFICATIONS

The following specifications must be applied to each item listed in Sections 2-4.

1.1. Boom

1.1.1. Holding valve to prevent elevated load from drifting or dropping unexpectedly and;

1.1.2. Secondary Hydraulic Auxiliary Port – Hydraulic lines with quick couplers at the outer boom extension for providing hydraulic oil flow to power optional accessories.

1.2. Cab

1.2.1. Occupational safety and health administration (OSHA) certified roll over protection system (ROPS)/occupant protection guards (OPG) cabin Fully enclosed, weatherproof and sound suppressed.

1.2.2. Digging Controls – Electrohydraulic or Pilot;

1.2.3. Pedals – Foot operated to control machine travel. Boom swing to be operated by a foot pedal or a joystick.

1.2.4. Track Controls – Two (2) hand and two (2) foot levers;

1.2.5. Auxiliary Controls – Thumb switches, joystick mounted;

1.2.6. Windows – Polycarbonate or safety glass type for all windows. One (1) side sliding ventilation window and one (1) gas assisted front opening window.

1.2.7. Seat – High back or mid back, suspension type, deluxe cloth covered with dual arm rests and four (4)-way adjustments with functions to include but not limited to up, down, forward, and backward;

1.2.8. Seat Belt – Three (3) inch retractable type.

1.2.9. Air Conditioning – Designed for operation in one hundred and ten (110) degrees Fahrenheit ambient temperature.

1.2.10. Heater/Defroster - For cold weather operation;

1.2.11. Amplitude modulation/frequency modulation (AM/FM) stereo – with Bluetooth and USB;

1.2.12. Mirrors – Dual exterior mirrors;

1.2.13. Windshield Wipers – Front with washer;

1.2.14. Instrumentation – To display critical machine functions to include but not limited to, engine temperature, engine oil pressure, hydraulic oil temperature, hydraulic filter restriction, air filter restriction, hour meter, charge rate, and fuel level.

1.2.15. Floor Mat – Washable and;

1.2.16. Monitor system must include – Diagnostics and auto idle.

1.3. Diesel Engine

1.3.1. Engine must meet US environmental protection agency (EPA) tier four (4) final emission requirements. Engine must be liquid cooled and sized appropriately to allow the Excavator to be fully functional while under a full load.

1.3.2. Fuel System Protection – Spin-on type fuel filter and manufacturer provided fuel/water separator.

1.3.3. Cooling System - Designed to keep engine from overheating while operating at maximum output in one hundred twenty-five (125) degree Fahrenheit ambient temperature.

1.3.4. Antifreeze - Extended type protected to negative thirty-four (-34) degree Fahrenheit ambient temperature.

1.3.5. Oil Sample Fitting – Titan laboratories model no. OD1014 or equal – Oil Sample fitting not required for buyback;

1.3.6. Air Filter – Dual element with pre-cleaner;

1.3.7. Air Filtration Restriction Indicator – Mounted on or near the air filter housing;

1.3.8. Muffler – Spark arrestor type;

1.3.9. Block Heater – Electric, seven hundred (700) Watt with stationary receptacle.

1.3.10. Cold Start Assist – To start engine in negative thirty-four (-34) degrees Fahrenheit ambient temperature.

1.3.11. Warning System - Audible and visual for but not limited to low oil pressure and high coolant temperature.

1.3.12. Auto Idle System – Designed to automatically reduce engine RPM to idle when system senses the hydraulic control levers in the neutral position for more than four (4) seconds, move the control lever and the engine speed automatically returns to the pre-set RPM.

1.3.13. Engine Shutdown – Key type.

1.4. Electrical

1.4.1. Twelve (12) Volt direct current (DC) system.

Battery(s) – Maintenance free, rated capacity six hundred and fifty (650) cold cranking amps at zero (0) degrees Fahrenheit ambient temperature.

1.4.2. Alternators – Group 1 fifty (50) amps, Group 2 and 3 fifty (50) amps minimum.

1.5. Accessories

1.5.1. Counterweight – If required, to enable correct and safe operation of the Excavators with specified implements installed.

1.5.2. Parking Brake – To lock the swivel functions in its current position and prevent unexpected machine movement.

1.5.3. Vandalism Protection – To prevent unauthorized cranking/starting of the diesel engine and to prevent unauthorized access to the machine’s operators cab, engine/hydraulic compartments, and all fluid compartments.

1.5.4. Work Lights – One (1) boom mounted work light and One (1) cab mounted front work lights for nighttime operation of the machine.

1.5.5. Emergency Warning Light – Fifteen (15) inch light emitting diode (LED), roof-mounted, to be seen from all directions. Controlled by interior cab mounted switch.

2. GROUP 1 - SPECIFICATIONS

All parts not specifically listed or mentioned in the specifications must be to manufacturer specifications, making a complete, fully functional, and operational Excavator. The specifications listed below are the minimum mandatory your bid must meet or exceed to be considered for award.

2.1. General

2.1.1. Type – Utility, track, self-propelled, compact radius, long arm, and enclosed cab.

2.1.2. Operating Weight – fourteen thousand (14,000) pounds minimum.

2.1.3. Undercarriage Length – ninety-eight (98) inches minimum.

2.1.4. Overall Width – seventy-six (76) inches minimum.

2.1.5. Dig Height – two hundred forty-one (241) inches minimum.

2.1.6. Dumping Height – one hundred seventy-four (174) inches minimum.

2.1.7. Dig Depth – one hundred sixty-two (162) inches, minimum.

2.1.8. Ground Clearance – twelve (12) inches minimum.

2.1.9. Bucket Breakout Force – nine thousand two hundred (9,200) pounds minimum without the quick coupler.

2.1.10. Long Arm Breakout Force – five thousand and nine hundred (5,900) pounds minimum.

2.2. Fuel Tank

2.2.1. Fuel Tank – Minimum thirty-one (31) Gallons, equipped with tank drain and tank cleanout port.

2.3. Drive System

2.3.1. Two (2)-speed, hydrostatic, with planetary reduction.

2.3.2. Travel Speed – Low one point two (1.2) MPH, high two point five (2.5) MPH, capable of automatically shifting between low and high speeds.

2.3.3. Drawbar pull – Low speed nine thousand two hundred and fifty (9250) pounds minimum.

2.3.4. Braking – Multiple disc brakes, automatically applied.

2.4. Track & Undercarriage

2.4.1. Steel Track with Rubber Pads – Rubber Belted Tracks are acceptable;

2.4.2. Carrier and Track Rollers – minimum Five (5) per side, permanently lubricated.

2.4.3. Track Width – Sixteen (16) inches minimum.

2.4.4. Track Gauge – Sixty-two (62) inches minimum.

2.4.5. Adjustment – Grease, piston.

2.4.6. Guards – Provided the full length of bottom rollers.

2.5. Hydraulic System

2.5.1. Closed center or open center, load sensing.

2.5.2. Hydraulic flow rate must be correctly sized and calculated for proper operating pressure, power, and operational needs for all hydraulic components.

2.5.3. Auxiliary Oil Flow Control – Hydraulic control system for adjusting the maximum oil flow output to the auxiliary hydraulic port. Oil flow to the auxiliary hydraulic port must be controlled from the operator’s seat.

2.5.4. Secondary Hydraulic Auxiliary Port – Hydraulic lines with quick couplers extend to the outer boom extension for providing hydraulic oil flow to power optional accessories.

2.5.5. Swing System – Direct drive hydraulic motor equipped with automatic multi-disc brake.

2.6. Implements

2.6.1. Hydraulic Quick Coupler – Manufacturers provided; factory or dealer installed.

2.6.2. Excavation Bucket – Twenty-four (24) inches wide, quick attach, heavy-duty trenching bucket. Grading bucket forty-seven (47) inches, quick attach with edge.

2.6.3. Hydraulic powered progressive link thumb, thumb kit designed to operate with digging bucket specified and;

2.6.4. Blade – Seventy-eight (78) inches wide, hydraulic powered blade with control up/down. Movement and positioning of the blade will be from the operator’s seat. The blade will include a hydraulic float position for reverse machine back-filling, sixteen (16) inch lift and dig depth of fifteen (15) inches, Bolt-on or welded on cutting edge and two-piece hose design to aid in hose replacement.

3. GROUP 2 - SPECIFICATIONS

All parts not specifically listed or mentioned in the specifications must be to manufacturer specifications, making a complete, fully functional, and operational Excavator. The specifications listed below are the minimum mandatory your bid must meet or exceed to be considered for award.

3.1. General

3.1.1. Type – Utility, track, self-propelled, long arm, enclosed cab;

3.1.2. Operating Weight – Twenty-one thousand (21,000) pounds minimum.

3.1.3. Undercarriage Length – One hundred fifteen (115) inches minimum.

3.1.4. Overall Width – Ninety-three (93) inches minimum.

3.1.5. Dig Height – Twenty hundred seventy-nine (279) inches minimum.

3.1.6. Dumping Height – Two hundred (200) inches minimum.

3.1.7. Dig Depth – One hundred seventy-eight (178) inches minimum.

3.1.8. Ground Clearance – Fourteen (14) inches minimum.

3.1.9. Bucket Breakout Force – Ten thousand four hundred and fifty (11,450) pounds minimum – without the quick coupler.

3.1.10. Long Arm Breakout Force – six thousand nine hundred (6,900) pounds minimum.

3.2. Fuel Tank

3.2.1. Fuel Tank – Minimum thirty-one (31) gallons, equipped with tank drain and tank cleanout port.

3.3. Drive System

3.3.1. Two (2) - speed, hydrostatic, with planetary reduction.

3.3.2. Travel speed – Low one point six (1.6) MPH, high three point (3.1) MPH, capable of automatically shifting between low and high speeds.

3.3.3. Drawbar pull – Low speed fourteen thousand six hundred (14,600) pounds minimum.

3.3.4. Braking – Multiple disc brakes, automatically applied.

3.4. Track & Undercarriage

3.4.1. Steel Track with Rubber Pads;

3.4.2. Carrier and Track Rollers – minimum five (5) per side, must be permanently lubricated.

3.4.3. Track Width – Sixteen (16) inches minimum.

3.4.4. Adjustment – Grease, piston and;

3.4.5. Guards – Provided the full length of bottom rollers.

3.5. Hydraulic System

3.5.1. Closed center or open center load sensing.

3.5.2. Hydraulic flow rate must be correctly sized and calculated for proper operating pressure, power, and operational needs for all hydraulic components.

3.5.3. Auxiliary Oil Flow Control – Hydraulic control system for adjusting the maximum ail flow output to the auxiliary hydraulic port oil flow to the auxiliary hydraulic port will be controlled from the operator’s seat.

3.5.4. Secondary Hydraulic Auxiliary Port – Hydraulic line with quick couplers extend to the outer boom extension for providing hydraulic oil flow to power optional accessories.

3.5.5. Swing System – Direct drive hydraulic motor equipped with automatic multi-disc brake.

3.6. Implements

3.6.1. Hydraulic Quick Coupler – Manufacturers provided; factory or dealer installed.

3.6.2. Excavation Bucket – Twenty-four (24) inches wide, quick attach, heavy-duty trenching bucket. Grading bucket forty-seven (47) inches quick attachment with edge.

3.6.3. Hydraulic powered progressive link thumb, thumb kit designed to operate with digging bucket specified and.

3.6.4. Blade – Eighty-seven (87) inches wide, hydraulic powered blade with control up/down. Movement and positioning of the blade will be from the operator’s seat. The blade will include a hydraulic float position for reverse machine backfilling; fourteen (14) inch lift and dig depth of thirteen (13) inches Bolt-on cutting edge and two-piece hose design to aid in hose replacement.

4. GROUP 3 - SPECIFICATIONS

All parts not specifically listed or mentioned in the Specifications must be to manufacturer specifications, making a complete, fully functional, and operational Backhoe. The specifications listed below are the minimum mandatory your bid must meet or exceed to be considered for award.

4.1. General

4.1.1. Type – Utility, track, self-propelled, compact radius, long arm;

4.1.2. Operating Weight – Thirty-four thousand (34,000) pounds minimum.

4.1.3. Track Length – Eleven feet and nine (11.9) inches minimum.

4.1.4. Overall Width – eight and six tenths (8.6) feet minimum.

4.1.5. Dig Height – Thirty-one (31) feet minimum.

4.1.6. Dumping Height – Twenty-three (23) feet minimum.

4.1.7. Dig Depth – Nineteen (19) feet minimum.

4.1.8. Ground Clearance – Sixteen (16) inches minimum.

4.1.9. Bucket Breakout Force – Twenty-two thousand (22,000) pounds minimum - without the quick coupler.

4.1.10. Long Arm Breakout Force – Thirteen thousand (13,000) pounds minimum.

4.2. Fuel Tank

4.2.1. Fuel Tank – Minimum forty-nine (49) gallons, equipped with tank drain and tank cleanout port.

4.3. Drive System

4.3.1. Two (2)-speed, hydrostatic, with planetary reduction.

4.3.2. Travel Speed – Low two point one (2.1) MPH, high three point four (3.4) MPH, capable of automatically shifting between low and high speeds.

4.3.3. Drawbar pull – Twenty-four thousand seven hundred (24,700) pounds minimum.

4.3.4. Braking – Multiple disc brakes, automatically applied.

4.4. Track & Undercarriage

4.4.1. Triple grouser track design.

4.4.2. Carrier and Track Rollers – minimum seven (7) per side, permanently lubricated.

4.4.3. Track Width – Twenty-four (24) inches minimum.

4.4.4. Adjustment – Grease, piston and;

4.4.5. Guards – Provided the full length of tracks and sprockets.

4.5. Hydraulic System

4.5.1. Closed center, or open center load sensing.

4.5.2. Hydraulic flow rate must be correctly sized and calculated for proper operating pressure, power, and operational needs for all hydraulic components.

4.5.3. Auxiliary Oil Flow Control – Hydraulic control system for adjusting the maximum oil flow output to the auxiliary hydraulic port. Oil flow to the auxiliary hydraulic port must be controlled from the operator’s seat.

4.5.4. Secondary Hydraulic Auxiliary Port – Hydraulic lines with quick couplers extend to the outer boom extension for providing hydraulic oil flow to power optional accessories.

4.5.5. Swing System – Direct drive hydraulic motor equipped with automatic multi-disc brake.

4.6. Implements

4.6.1. Hydraulic Quick Coupler – Manufacturers provided; factory or dealer installed.

4.6.2. Heavy-duty excavation buckets with teeth – Twenty (24) inches wide, and thirty-six (36) inches wide, eared to hook to quick coupler.

4.6.3. Hydraulically tilting Grading Bucket – Forty-eight (48) inches wide with smooth cutting edge – only required for Group 3;

4.6.4. Hydraulic Powered Thumb - Hydraulic powered progressive link thumb, thumb kit designed to operate with digging bucket specified.

4.6.5. Blade – 8.6 ft wide, hydraulic powered blade with control up/down. Movement and positioning of the blade must be from the operator’s seat. With a replaceable Bolt-on cutting edge.

Attachment 3 – BID SCHEDULE Attached SEPARATELY

THIS ATTACHMENT MUST BE COMPLETED AND RETURNED WITH YOUR BID RESPONSE

ATTACHMENT 4 – product information

THIS ATTACHMENT MUST BE COMPLETED AND RETURNED WITH YOUR BID RESPONSE

Bidder Name:

GROUP 1

Provide your product information in the fields below:

Make and Model:

Operating weight:

Diesel Engine # Cylinders

Diesel Engine Displacement (cu. in)

Diesel Engine Rated HP at RPM

Breakout Force (lb)

Dump Height (in)

Digging Depth (ft)

Blade width:

Long Arm Y/N

Track Gauge:

Continued Next Page.

GROUP 2

Make and Model:

Operating weight:

Diesel Engine # Cylinders

Diesel Engine Displacement (cu in)

Diesel Engine Rated HP at RPM

Breakout Force (lb)

Dump Height (in)

Digging Depth (ft)

Blade width:

Long Arm Y/N

Track Gauge:

Continued Next Page.

GROUP 3

Make and Model:

Operating weight:

Diesel Engine # Cylinders

Diesel Engine Displacement (cu. in)

Diesel Engine Rated HP at RPM

Breakout Force (lb)

Dump Height (in)

Digging Depth (ft)

Blade width:

Long Arm Y/N

Track Gauge:

Do you meet the specifications provided in Attachment 2 – Specifications?

YES *NO

*If your product offered does not meet or if it exceeds any of the specifications, Bidder must provide an explanation of how the product offered is functionally equivalent to the stated specification as well as descriptive literature that supports the product offered.

ATTACHMENT 5 – buy-back contract

The purpose of the following Buy-Back and Surety Payment Bond contract is to establish the obligations for the Idaho Transportation Department and the Contractor listed below.

The Contractor shall guarantee to purchase from the Idaho Transportation Department the Mini Excavators listed below for the sum of ________________________________________________ ($____________________) lawful money of the United States. Both the Buy-Back and Surety Payment Bond contracts are to be completed and returned to Division of Purchasing prior to delivery of Mini Excavators.

This payment is due on or before _______________________________. Failure to make this payment by the Contractor shall result in the Idaho Transportation Department collecting the monies due from the Surety Payment bond affixed to this contract.

In consideration for this payment, the Idaho Transportation Department will provide the following:

In case of change of corporate structure or loss of identity by assimilation or merger with other companies, this agreement shall remain in effect and be binding on the successor Company (ies).

The Idaho Transportation Department reserves the right to sell, trade, retain, or otherwise dispose of the Mini Excavators purchased under this agreement, at its discretion at any time. The Idaho Transportation Department will notify the Contractor if any of these options are exercised, in writing, within ten (10) calendar days of choosing an option.

Mini Excavators to be purchased:

MAKE

MODEL

VEHICLE IDENTIFICATION NUMBER

DESCRIPTION

Signed:

Contractor

ITD Purchasing Agent or Designee

Signature

Date

Signature

Date

Print Name

Printed Name

Title

ITD Maintenance Services Manager or Designee

Corporate Name and Address

Signature

Date

Printed Name

ATTACHMENT 6 - SURETY PAYMENT BOND

KNOW ALL MEN BY THESE PRESENTS, That we ____________________________________, a corporation of ___________________________________________________________________________ as Principal, and _____________________________________________________________________________ as Surety, are held and firmly bound unto the state of Idaho in the penal sum of ___________________________ ____________________________________________________________ ($__________________) lawful money of the United States, which sum is agreed to be the maximum liability hereunder, well and truly to be paid, and for the payment of which we and each one of us bind ourselves, our heirs, executors, administrators and assigns, jointly and severally, firmly by these presents.

The condition of this instrument is such, that whereas the Principal has entered into a certain agreement, hereto attached, with the state of Idaho, dated _______________________________, 20____, for the purchase of the Excavators listed in the Division of Purchasing Bid ITB696.

NOW, THEREFORE, if the Principal pays to the Idaho Transportation Department ten percent (10%) of the repurchase price listed in the Division of Purchasing Bid ITB696 on or before _____________, 20____, then this obligation shall be void, otherwise it will remain in full force and effect.

IN WITNESS WHEREOF, the Principal and Surety have executed this instrument to be effective on the date of the purchase agreement as set forth above.

CONTRACTOR (Individual or Partnership):

(SEAL)

(Principal) (Principal)

(Business Address)

CONTRACTOR (Corporation):

Attest:

(Principal)

(AFFIX CORPORATE SEAL)

BY _______________________________

(Signature)

(Print Name)

(City)

(Address)

(Title)

CORPORATE SURETY:

Attest:

(Surety)

(AFFIX CORPORATE SEAL)

BY _______________________________

(City)

(Address)

(Title)

RESIDENT AGENT:

BY _______________________________

DATE __________________________

PLEASE ATTACH POWER OF ATTORNEY

(Name of Firm)

_____________________,ID_______

(Business Address & Zip Code) attachment 7 – Contract discrepancy notice

Discrepancy Information: This Contract Discrepancy Notice identifies the Discrepancy(ies) found by ITD while monitoring the Contractor’s performance required per the referenced contract. Items identified as “Discrepancy” require a response from the Contractor. Items identified as “Observation” are areas of concern that may lead to a future Discrepancy if not addressed. Observations do not require a response unless otherwise noted in this notice.

ITD has identified the following Discrepancy(ies):

(Add additional tables for multiple discrepancies)

ITD Contract Monitor - Check appropriate box with regard to Contractor’s resolution

Reason for Rejection or Partially Accepted

Anticipated Follow Up Date on Resolution

ITD Contract Monitor Signature

Date

Contractor - Sign below to indicate your understanding of the Discrepancy(ies) and your responsibility for resolution.

Contractor Printed Name

Title

Contractor Signature

Date

Resolution

ITD Contract Monitor – Sign below to indicate that each Discrepancy has been resolved based on the actions detailed in the Contractor’s Resolution for each Discrepancy.

ITD Contract Monitor Signature

Date

ITD has identified the following Observations (no response required):

image1.png